Dispatch and Salesflare

How to connect Dispatch

What you can automate

  • When new Account in Salesflare, create or Update Organization in Dispatch.

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

Dispatch operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Event — Triggers when an update is made to Dispatch.

Actions (13)

Things Salesflare can make it do

  • Create Note — Creates a new note.
  • Create or Update Appointment — Creates or Updates a appointment.
  • Create or Update Calendar Event — Creates or Updates a Calendar Event.
  • Create or Update Customer — Creates or Updates a customer.
  • Create or Update Invoice or Estimate — Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
Show 8 more actions
  • Create or Update Job — Create or Update a job.
  • Create or Update Job Offer — Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to support@dispatch.me.
  • Create or Update Organization — Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to support@dispatch.me.
  • Create or Update Product or Service — Creates or Updates Products and Services.
  • Create or Update User — Creates or Updates a user (field worker or dispatcher).
  • Organization Offer Reminder — Sends an organization an offer reminder.
  • Send to Connector — Send a payload to the inbound connector.
  • Update Organization Offer Status — Updates the offer status for an organization e.g. `accepted`.

Searches (8)

Look up existing records

  • Find Appointment — Finds an existing appointment.
  • Find Customer — Finds an existing customer.
  • Find Invoice or Estimate — Finds an existing Invoice or Estimate.
  • Find Job — Finds an existing job.
  • Find Job Offer — Finds an existing job offer.
Show 3 more searches
  • Find Organization — Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
  • Find Product or Service — Finds an existing product or service.
  • Find Technician or Dispatcher — Finds an existing technician or dispatcher.

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